[Jinri Toutiao]
Hong Kong Securities and Futures Commission plans to allow individual investors to trade large encrypted currencies
The SFC has consulted on proposals to regulate virtual asset trading platforms, which plan to allow individual investors to trade large encrypted currencies. According to the press release, the Hong Kong Securities and Futures Commission (SFC) today launched a consultation on the proposed requirements applicable to operators of virtual asset trading platforms. Under the new licensing system which will take effect on June 1, 2023, all central virtual asset trading platforms that carry on business in Hong Kong or actively promote to Hong Kong investors will be required to be licensed by the SFC. It involves Hong Kong stock Okeyun chain (01499), Fire Coin Technology (01611), Parneng Group (01263) and so on.
[general trend]
Invest in JPMorgan Fund: Hong Kong stocks still have a good performance in 2023
The US stock market will be closed on Monday, February 20, the anniversary of the birth of Washington, and normal trading will resume on Tuesday, February 21.
CSI JPMorgan Fund said that although Hong Kong stocks have rebounded sharply in the past two months, they are far from being completely repaired in terms of a longer cycle. In 2023, driven by the repair of the domestic economy, the easing of overseas liquidity crunch and the relatively low valuation of Hong Kong stocks, Hong Kong stocks are still likely to perform well in the future. In the environment of the gradual recovery of the domestic economy and the improvement of the credit environment and advertising market, the performance of Internet platform enterprises is expected to gradually improve, and Hong Kong Internet listed technology companies are expected to usher in a "Davis double click."
[hot spot Prospect]
China Securities Regulatory Commission launched a pilot project of real estate private investment funds to support the steady and healthy development of the real estate market.
China Securities Regulatory Commission: in order to further give full play to the advantages of diversified asset allocation and professional investment operation of private equity funds, and to meet the reasonable financing needs of the real estate sector, the CSRC recently launched a pilot project for real estate private investment funds. This pilot work is an important measure for the CSRC to implement the decisions and arrangements of the CPC Central Committee and the State Council on "promoting the virtuous circle and healthy development of the real estate industry", to improve the function of the capital market, and to invigorate the stock of the real estate market. an important measure to support the private equity fund industry to play its role in serving the real economy. The inner housing sector of Hong Kong stocks has received attention.
The China Securities Investment Fund Industry Association issued the guidelines for the filing of pilot Real Estate Private Investment funds, defining the principles of the pilot, the scope of real estate investment, the requirements of managers, and the types of new products. First, give priority to the pilot project. Managers who participate in the pilot may carry out real estate investment business in accordance with the requirements of the guidelines, and the original business model and registration of managers who do not participate in the pilot will not be affected, and can be in accordance with the existing self-discipline rules of the association, to carry out indemnificatory housing, commercial real estate, infrastructure and other equity investment business. The second is to clarify the scope of real estate investment. Including investment in specific residential housing, commercial housing and infrastructure projects. The third is to clarify the pilot requirements of the manager. In order to play a pilot role and embody the demonstration effect of the head manager, the requirements are put forward from the aspects of the actual paid capital of the manager, the scale and experience of real estate investment management, professionals, the main investors and the background of the actual controller. Managers who meet the requirements may submit relevant materials to the association before carrying out fund raising and management activities, and record the products in accordance with the regulations. Fourth, the new product type of "real estate private equity fund" has been established. In order to distinguish between the pilot real estate fund and the original infrastructure and real estate fund types, the fund product type established in accordance with the pilot guidelines is selected as "real estate private equity fund".
Macau: nearly 1.4 million inbound tourists increased nearly 2.6 times month-on-month in January
According to the Statistics and Census Bureau of Macao, driven by the relaxation of entry epidemic prevention measures and the Lunar New year holiday, the number of inbound visitors increased by 1.0 times to 1397748 in January this year, nearly 2.6 times higher than in December last year. The number of overnight tourists (816199) and non-overnight visitors (581549) increased by 2.3 times and 29.1% respectively compared with the same period last year. The average stay time of passengers increased by 0.3 days to 1.6 days compared with the same period last year, while the average stay time of overnight passengers (0.3 days) increased by 0.2 days, while that of overnight passengers (2.6 days) decreased by 0.8 days. Macau's local sector continues to benefit.
The three major operators released customer data in January: the total number of 5G users exceeded 1.1 billion
On February 20th, the three major mainland telecommunications companies, China Mobile Limited (00941), China Unicom (00762) and China Telecom Corporation (00728), released their customer data for January one after another. Among them, the total number of 5G package subscribers of the three major operators has exceeded 1.1 billion.
The number of receipts in the express camp fell in January: the organizations superimposed staggered periods in the off-season of the Spring Festival are expected to have a considerable growth rate in the first two months.
In the first month of the year, a number of express delivery companies showed a year-on-year decline in business volume and revenue. The research report released by Societe Generale Securities shows that the actual demand of the express industry is better than the apparent growth rate, and the performance of the industry and corporate business volume is not poor. The volume and income of all companies declined in January, mainly due to the stagnation of the Spring Festival in 2023 and 2022, and it is more reasonable to take into account the changes in total volume from January to February. The industry business volume rebounded rapidly after the Spring Festival holiday, and the average daily revenue remained at about 350 million pieces. The growth rate is expected to be considerable from January to February. It involves Hong Kong stocks JD Logistics, Inc. (02618), Shun Feng Tongcheng (09699) and so on.
Shenzhen Monetary Bureau issued a risk reminder on the 1st of this year to guard against Ding Yifeng's "illegal fund-raising"!
With the gradual recovery of the economy at the beginning of the year, all kinds of illegal investment activities began to be active. On the evening of February 19, the local financial supervision bureau of Shenzhen issued an article on its website, reminding investors to be on guard against the risks related to the illegal financial activities of Dingyifeng Company. HK.00612, a company listed on the Hong Kong stock exchange, was suspended from trading in March 2019 and was investigated by the Hong Kong Securities Regulatory Commission, according to internet public information.
Yangzhou cancels all restrictions on the purchase of the first home deed tax 100% subsidy
The Yangzhou Municipal Bureau of Housing and Urban-Rural Development issued a notice on actively supporting rigid demand and improved housing demand, lifting purchase restrictions for all personnel and newly purchasing improved housing in urban areas, according to the official Wechat account of Yangzhou City, Jiangsu Province. the original housing can be listed for trading after obtaining the immovable property right certificate. In addition, from the date of release of this notice to June 30 (subject to the date of the contract filing), the first commercial housing (including second-hand commercial housing) is purchased in the urban area by college students and above in Yanglai Yang, and an one-time purchase subsidy of 100% of the deed tax is paid.
Yan Yuejin, research director of the Yiju Research Institute, analyzed that the introduction of the Yangzhou policy explained several important directions. In fact, the current policy reflects the orientation of making continuous efforts to add fire to the recovery of the property market. The introduction of such policies also reflects the more pragmatic orientation of the policy, similar to the complete abolition of purchase restrictions is very necessary. All localities should take the initiative to adjust their policies according to the actual situation. The Yangzhou policy also reflects a new trend in third-and fourth-tier cities, that is, the pressure on the real estate market in third-and fourth-tier cities is slightly greater. The recent market recovery is mainly in first-and second-tier cities, while the pace of recovery in third-and fourth-tier cities is slow. Including the previous policies of Huizhou, all reflect the urgency of activating reasonable housing consumption demand in third-and fourth-tier cities.
Agricultural Bank Of China (01288): strive to increase county loans by more than 1 trillion yuan in 2023
On February 20, thepaper.cn learned from Agricultural Bank Of China that the bank recently issued "opinions on implementing the spirit of the Central Rural work Conference to do a good job in the key work of revitalizing financial services in rural areas in 2023." we will make arrangements to support the construction of an agricultural power and comprehensively promote the revitalization of financial services in rural areas, and strive to increase county loans by more than 1 trillion yuan for the whole year.
The initial appearance of the inflection point of electrolytic aluminum production reduction and landing inventory in Yunnan
The reporter learned from industry insiders that last weekend, aluminum enterprises in Yunnan officially received production reduction documents, electrolytic aluminum in the province except an aluminum plant in Wenshan, other aluminum plants are limited production requirements. In theory, the total scale of this production reduction may reach about 67-800000 tons. Some analysts believe that although the aluminum accumulation pool has risen after the end of the year, recently, stimulated by the low aluminum price, the downstream stock is active and the demand is larger, and the output is significantly higher than the storage volume after a big increase. With the production reduction and landing, the aluminum industry accumulation will slow down or there will be an inflection point in the near future.
Guangzhou sets up 30 billion Automobile Industry Development Fund
According to the Securities Times, Zeng Qinghong, chairman of Guangzhou Automobile Group (02238), was invited to attend the inaugural meeting and spoke as an industry representative. Guangzhou Automobile Group plans to set up a 30 billion yuan Guangzhou Intelligent Network Union New Energy Automobile Industry Development Fund with the support of the Guangzhou Industrial Investment parent Fund, focusing on key projects on the intelligent network connection automobile industry chain, as well as key projects to be listed within GAC. To build a world-class intelligent network and new energy automobile industry cluster in Dawan area.
[individual stocks are sunny]
China exemption (01880): the purchase is imminent, and the arrival of the store policy in the city will contribute to the increment.
The agency's latest survey of duty-free shops in Hainan:
(1) the new seaport: it is still in the diversion period, and the follow-up efforts will be made gradually through marketing and supporting facilities construction. Prada and Gucci are scheduled to open from June to July this year. The construction of a free trade port in Haikou is a key point, and the opening of GTC will increase passenger flow (expected from March to April).
(2) Begonia Bay: the introduction of top extravagance and the increase of boutique supply are the growth direction. The Taiguri project has the advantage of first-mover after customs closure.
(3) the acquisition is imminent, and the scale of the store in the city is more than 30 billion, and the supply chain capacity is the key.
2, purchase and delivery: the unit price is 20,000 to hand in the guarantee deposit, and the number of items and limited parts under 20,000 is 3.1 under the examination and approval of the State Council.
3. Customs closure policy: the quota of 100000 shall be retained and 8000 shall be entered without a license. The sales tax rate is expected to be 7-8%, and the franchise fee may be reduced by 4%.
4. LV entering Hainan: preliminary judgment on entering Haitang Bay in the form of tax, it is expected that we will have to wait for the policy to become clearer. It is expected to boost passenger flow and high-end consumption in Hainan, and consolidate the business pattern.
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